LDN Wealth provides financial planning services to individuals, high net worth individuals, trusts, and estates. LDN Wealth identifies client investment objectives and risk tolerance to formulate a suitable investment strategy. LDN Wealth refers clients to third-party investment managers for asset management and oversight. LDN Wealth also provides consulting and transfer advisory services to United Kingdom nationals or other nationals residing in the United States who have pension assets held within the United Kingdom.
Assets Under ManagementN/A
Clients271
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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